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iShares MSCI USA Momentum Factor ETF

682 hedge funds and large institutions have $9.65B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 193 increasing their positions, 258 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+45
Holders Change %
+7.06%
% of All Funds
9.89%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
115
Increased
193
Reduced
258
Closed
55
Calls
$32.3M
Puts
$643M
Net Calls
-$611M
Net Calls Change
-$614M
Name Holding Trade Value Shares
Change
Shares
Change %
HGERS
476
Householder Group Estate & Retirement Specialist
Arizona
$306K +$30K +160 +11%
AWA
477
Arkadios Wealth Advisors
Georgia
$305K +$22.5K +120 +8%
DWP
478
Destiny Wealth Partners
Florida
$301K -$209K -1,118 -41%
MWM
479
MinichMacGregor Wealth Management
New York
$300K +$300K +1,602 New
AWMNH
480
Arcadia Wealth Management (New Hampshire)
New Hampshire
$300K -$937 -5 -0.3%
CWM
481
Collaborative Wealth Management
Florida
$300K -$12.7K -68 -4%
WTA
482
Washington Trust Advisors
Massachusetts
$300K
EP
483
Edgestream Partners
New Jersey
$297K +$297K +1,584 New
GS
484
GTS Securities
New York
$295K -$206K -1,097 -41%
CWM
485
Connecticut Wealth Management
Connecticut
$294K +$294K +1,568 New
SXL
486
Summit X LLC
Missouri
$289K -$11.6K -62 -4%
SWM
487
Sugarloaf Wealth Management
Georgia
$289K
MGIA
488
Moneta Group Investment Advisors
Missouri
$285K +$15.4K +82 +6%
TFP
489
Traction Financial Partners
Wyoming
$284K -$95.8K -519 -25%
OL
490
Owen LaRue
Kentucky
$284K
QCM
491
Quantinno Capital Management
New York
$283K +$38.8K +207 +16%
JEST
492
JTC Employer Solutions Trustee
Jersey
$282K
RW
493
Rede Wealth
Virginia
$280K -$11.6K -62 -4%
KFG
494
Kingdom Financial Group
Arizona
$279K +$279K +1,490 New
NDSI
495
Newman Dignan & Sheerar Inc
Rhode Island
$279K
OAP
496
One Advisory Partners
Kansas
$273K -$739K -3,943 -73%
LCM
497
Lunt Capital Management
Utah
$273K -$6K -32 -2%
AA
498
Advisory Alpha
Michigan
$272K
TWM
499
Tradition Wealth Management
Minnesota
$271K +$2.06K +11 +0.8%
BFA
500
Beaumont Financial Advisors
Massachusetts
$270K -$1.12K -6 -0.4%